The Myth of Cash on the Sidelines

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Oct 4, 2024

Sam Ro, founder of Ticker, brings insights into long-term investment themes, while Dan Greenhaus, a chief economist at Solace Alternative Asset Management, shares his expertise in event-driven investing. They delve into the recent surge in Chinese stocks and tackle common misconceptions about cash on the sidelines, emphasizing its active role in markets. The conversation also highlights market dynamics, economic resilience amid strikes, and the shift towards streaming in media consumption, blending humor with valuable economic insights.

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ANECDOTE

Airport Fed Cut

At Future Proof, the group witnessed a surreal moment.
A guitarist played "Here Comes the Sun" right as the Fed made a decision.

INSIGHT

AI-Generated Podcasts

AI tools like Google Notebook can create podcasts from text.
This raises concerns about the future of creative content and human input.

INSIGHT

Future of Content Creation

AI-generated content will evolve beyond current limitations.
The future will likely offer personalized content creation based on user specifications.

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On episode 160 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Sam Ro and Dan Greenhaus to discuss: the future of podcasting, the surge in Chinese stocks, what an "average" year in the market looks like, streaming vs cable, and much more!

This episode is sponsored by Pacer ETFs. To learn more about the Cash Cows series of ETFs, visit: https://www.paceretfs.com/products/cowg

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